# William B. Shubb

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/4084

## Record

- **Judge:** William B. Shubb
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 11

## Text

H)IRA -S
Conoco — Int/Div
H)BANK ACCOUNTS
Bank America Accounts — Interest
1st Community Credit Union — Interest
H)ANNUITIES
American Skandia - PIMCO Total Return — None
American Skandia - T Rowe Price Large Cap Fund — None
American Skandia - Cohen & Steers Realty Fd — None
American Skandia - Lord Abbett Core Bond — None
American Skandia - Profund Large Cap — None
Venture Amuity - US Equity Fund — None
H)LIMITED PARTNERSHIPS
Municipal Morte. & Equity — Int/Div
H) RAYMOND JAMES IRA
RJ Bank Dep — Int/Div
Oppenheimer Senior Fitg Rute Fund — Int/Div
H) RAYMOND JAMES ACCOUNT (JT 3136)
Eagle Tax Free Money Fund — Int/Div
Alliance Muni Income CA — Int/Div
Invesco Van Kampen Interm Mum Fund — Int/Div
Mainstay Conservative Allocation Fund — Int/Div — Sold (part)
WF Advantage Strategic Muni Bond Fund — Int/Div — Sold (part)
Putnam Global Industrials Fund — Int/Div — Buy
H) RAYMOND JAMES ACCOUNT +307)
Eagle Tax Free Money Fund — Int/Div
AB Muni Income CA, fmrly Alliance Muni nem Ins'd CA — Int/Div — Sold (part)
Fidelity Advisor Real Estate Income "C* — Int/Div
Franklin Income Fund — Int/Div
Franklin Income Fund "C" — Int/Div
Invesco Equity & Income Fund "C* — Int/Div
Invesco Van Kampen Equity Income Fund — Int/Div
Prudential Stock Index Fund "C" — Int/Div
J Hancock Regional Bank Fund — Int/Div — Buy
H)WF ADVISORS-IRA (B)
WF Bank Deposit Sweep — Int/Div
Equally Weighted S&P Fund — Int/Div
New Perspective Fund — Int/Div
H)WF ADVISORS (JT)
WF Bank Deposit Sweep — Int/Div
Boeing — Int/Div
Chevron — Int/Div
Coca Cola — Int/Div
General Electric — Int/Div
Intel — Int/Div
Proctor & Gamble — Int/Div
Investment Company of America — Int/Div — Buy (add'l)
New Perspective Fund — Int/Div — Buy (add'l)
WF Bank Deposit Sweep — Int/Div
Diversified Dividend Fund — Int/Div
Apache Corp. — Int/Div
Sempra Energy — Int/Div
HY IRA/ROLLOVER of HR-<10
WF Bank Deposit Sweep — Int/Div
Frunklin Income Fund — Int/Div
Equally Weighted S&P $00 — Int/Div — Sold (part)
Diversified Dividend Fund — Int/Div
Abbott Labs — Int/Div — Buy (add'l)
AbbVie — Int/Div — Sold
AT&T — Int/Div
Boemg — Int/Div — Buy (add'l)
Bristol Meyers — Int/Div
Chevron — Int/Div
Coca Cola — Int/Div
Disney — Int/Div — Buy (add'l)
Dow Chemical — Int/Div — Buy (add'l)
General Electric — Int/Div
Intel — Int/Div — Buy (add'l)
IBM — Int/Div
Johnson & Johnson — Int/Div
Phillips 76 — Int/Div
Proctor & Gamble — Int/Div — Buy (add'l)
Sempra Energy — Int/Div — Buy (add'l)
Target — Int/Div
Yum Brands — Int/Div
Yum China Holdings — None — from line 86)
Delphi Fine'l 7.376% Pfd 5/1/67 — Int/Div
Equity Commonwealth 7.23% Pid 5/15/16 — Int/Div — Sold
Equity Commonwealth 5.75% Pfd 8/1/42 (EQCO) — Int/Div — Buy (add'l)
GE Capital 4.875% Pfd (GEB) — Int/Div
GE Capital 4.7% Pfd 5/16/53 (GEK) — Int/Div — Buy (add'l)
Morgan Stanley 6.45% Pfd 4/15/67 (MSK) — Int/Div — Sold
Morgan Stanley 6.25% Pfd 3/1/33 (MWR) — Int/Div — Sold
PS Bus Parks 5.75% Pid — Int/Div
Public Storage 5.125% Pid 5/17/2021 — Int/Div — Buy
Welltower 6.5% Pid — Int/Div
Lime 90 of the 2015 FDR "Delphi Financial 7.376% Pfd 5/1/67" was moved to line 89 of the 2016 FDR

Line 93 of the 2015 FDR "Welltower 6,5% Pfd"was moved to line 9% of the 2016 FDR,

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/4084. Public record. Not legal advice.